Enter Deal Per Assortment

Explanation

This optional activity is used to define price information of a customer agreement-per-assortment. Assortments are collections of parts available in the part catalog. They are used to create parts on a mass scale across sites. Similarly we can enter price information for an assortment rather than entering for each part.

Prerequisites

This activity has the following prerequisites;

• The customer agreement header should have been saved.
• The assortment to be used should have been specified in the Assortment ID of the customer agreement header.

System Effects

• Price information on deal-per-assortment is entered for the customer agreement.

Window

Customer Agreement

Related Window Descriptions

Customer Agreement

Procedure

1. Open the Customer Agreement window, query for the customer agreement and click the Deal per Assortment tab.
   Note: The Deal per Assortment tab will be enabled only if the customer agreement header has been saved with an Assortment ID.
2. Click New to create a new part agreement line.
3. Select a node or a part for the Assortment Node ID from the List of Values.
4. Specify the minimum quantity for which the line's price will be valid for.

Note: It is possible to specify a minimum quantity for each line and the price on that line is valid from the minimum quantity, up to the following minimum quantity specified for another line for the same part. If no following minimum quantity has been defined, the price will be valid for an infinite quantity.   

5. Enter a value in the Price Unit Meas field to specify the unit of measure the price is valid for.  
6. It is possible to specify a deal price and/or a discount for a deal per assortment line.

• Deal price - A value is entered for the Deal Price. 
• Discount - A Discount Type is entered from the List of Values, then a discount percentage is specified under Discount.
• Deal price and a discount - Values are entered for the Deal Price, Discount Type and a discount percentage is specified under Discount.

7. Optionally you can select the Net Price check box if no discounts should be fetched for a particular line. Further it will not be possible to specify a discount percentage, for a line set to have a net price.
8. Save the record.

Note 1: It is possible to specify several deal-per-assortment lines in a customer agreement for the same assortment node by giving different combinations for minimum quantity and price unit of measure.

Note 2: It is possible to view, the deal-per-assortment lines entered, using two options. You can select the View All option in the Customer Agreement window header to view all deal per assortment lines in an agreement. You can also select the View with Valid Date option and specify a date. Then, only the deal-per-assortment lines valid for that date, will be shown.

Note 3: Entering Price UoM is optional while setting up standalone discounts for the whole assortment node. In this situation, the Price UoM will be automatically set as * by the system. During this instance, the standalone discount will be applied for all the parts included in assortment node regardless of the UoM defined for the assortment. Also when the UoM is set as *, Price/Curr field will not be enabled. However when the price UoM had been defined in addition to the price UoM defined by the system (*) for a particular assortment node, the priority will be given to the specified price UoM over the system defined price UoM during price retrieval of such parts.